Money Purchase · DOL Form 5500 · 2022
Jose Acevedo Money Purchase Plan
Data updated 2026-08-11
- $488K
- Total assets
- 4
- Participants
- 18th
- Percentile by assets
- $122,057
- Avg per participant
Official DOL plan name: Jjms Retirement Plan · Sponsored by Jose Acevedo · Puerto Rico · Healthcare & Social Assistance
$488K in assets, 4 participants
Jose Acevedo's Jjms Retirement Plan reported $488K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 18th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 18th percentile by assets (of 139,126 plans)
- #2,809 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Jjms Retirement Plan holds $488K for 4 participants - about $122,057 per participant, among the smaller plans by assets on file.
- $488K
- total plan assets (2022 EOY)
- 4
- covered participants
- 18th
- percentile by assets (of 139,126 plans)
- $122,057
- avg assets per participant
Money Purchase filing for Jjms Retirement Plan
Money Purchase filing for plan year 2022: EIN 660656087 ; effective since 2010-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $488K |
|---|---|
| Net Assets (End of Year) | $488K |
| Employer EIN | 660656087 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jose Acevedo)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $488K |
| 2023 | 1 | 4 | $488K |
| 2024 | 1 | 4 | N/A |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Jjms Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Jjms Retirement Plan by total assets, not by location.
- Rmk Farms Inc. Employee Money Purchase Pension Plan (WA) $490K · 3
- Leslie Wellott (K) Plan (WA) $492K · 1
- Ansonics Profit Sharing Plan (NM) $492K · 3
- Lipy Inc Pension Plan (FL) $484K · 4
Frequently Asked Questions
How did Jjms Retirement Plan assets move in 2022? ▼
Where does Jjms Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Jjms Retirement Plan? ▼
Next read for Jjms Retirement Plan
Filing takeaways
Ways to act on Jjms Retirement Plan's numbers.
- By total assets, Jjms Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans